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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
876
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$25.6M $0 2 1.75% Maintained
877
Easterly Investment Partners
Easterly Investment Partners
Massachusetts
$25.5M +$2.72M 4 2.73% Increased
878
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
$25.3M -$423K 5 1.99% Reduced
879
American Assets Investment Management
American Assets Investment Management
California
$25.3M $0 3 2.61% Maintained
880
SVB Wealth
SVB Wealth
Massachusetts
$25.2M -$5.24M 10 0.61% Reduced
881
Moors & Cabot
Moors & Cabot
Massachusetts
$25.2M +$291K 10 1.57% Increased
882
Woodline Partners
Woodline Partners
California
$25.1M -$5.75M 4 0.27% Reduced
883
FVCM
F&V Capital Management
Florida
$25M -$77.8K 2 8.02% Reduced
884
MAP
Moody Aldrich Partners
Massachusetts
$24.8M +$103K 4 4.47% Increased
885
Destination Wealth Management
Destination Wealth Management
California
$24.8M -$522K 1 0.86% Reduced
886
L1 Capital International
L1 Capital International
Australia
$24.8M +$21.5M 2 12.98% New
887
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$24.6M +$22.5M 17 1.48% New
888
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$24.6M +$16.8M 23 0.3% Increased
889
Sit Investment Associates
Sit Investment Associates
Minnesota
$24.5M +$766K 11 0.6% Increased
890
EGI
EAM Global Investors
California
$24.3M -$8.12M 5 5.87% Reduced
891
OCM
Oakview Capital Management
Texas
$24.2M +$3.06M 1 10.1% Increased
892
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$24.2M -$1.01M 44 1.14% Reduced
893
CGA
Compound Global Advisors
Washington
$24.2M +$6.78M 1 4.48% Increased
894
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$24.2M +$1.41M 22 0.82% Increased
895
Jacobs & Co
Jacobs & Co
California
$24.1M +$950K 2 2.73% Increased
896
HIM
HughesLittle Investment Management
$24.1M +$37K 1 6.18% Increased
897
HB Wealth Management
HB Wealth Management
Georgia
$24M +$6.69M 10 0.35% Increased
898
Nicola Wealth Management
Nicola Wealth Management
British Columbia, Canada
$24M -$437K 2 2.52% Reduced
899
Cartenna Capital
Cartenna Capital
Connecticut
$24M -$15M 1 1.48% Reduced
900
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
$23.9M +$745K 2 4.79% Increased